A Bountiful Way to Support Beth-El Center
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Gifts of securities can work to your benefit when:
• Your stocks have appreciated greatly since your purchased them
• A surge in value of one of your holdings has thrown your portfolio off balance
• You want to focus on other investment categories
• You are looking to maximize your donation
Donating stock that has appreciated instead of cash is a great way for you to give. By doing this, you are giving 20% more than if you sold the stock and made a cash donation because you can avoid capital gains taxes.
You can deduct the full fair-market value of the stock you donated from your income taxes up to the overall amount allowed by the IRS.
If you are interested in making a gift of securities to Beth-El Center, please contact Dick Popilowski at rpopilowski@bethelmilford.org or 203-362-9820 for additional information.
